Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LZIOX (LAZARD INTERNATIONAL EQUITY PORTFOLIO OPEN SHARES) | 22.45% | 16.65% | 11.69% | 5.99% | 2.99% | 5.76% | 4.72% | 4.06% |
Data as of 07/01/2025, AR inception is 12/16/1997
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LZIOX (LAZARD INTERNATIONAL EQUITY PORTFOLIO OPEN SHARES) | 12/16/1997 | 07/01/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.29 | 16.65 | 11.69 | 5.99 | 2.99 | 5.76 | 4.72 | 4.06 | 22.45 | 0.43 | 14.94 | -18.56 | -5.38 | 8.43 | 20.90 | -13.96 | 22.51 | -4.46 | 1.35 | -4.56 | 20.55 | 22.31 | -7.28 | 7.66 | 24.91 | -37.98 | 10.57 | 22.59 | 13.70 | 13.92 | 29.21 | -10.57 | -25.02 | -10.95 | 23.67 | 15.77 | -4.76 |
| Sharpe Ratio | NA | 0.83 | 0.50 | 0.25 | 0.08 | NA | NA | 0.14 | 2.84 | -0.50 | 0.88 | -0.91 | -0.34 | 0.28 | 1.92 | -1.23 | 2.91 | -0.27 | 0.09 | -0.41 | 1.62 | 1.35 | -0.27 | 0.36 | 0.91 | -0.99 | 0.47 | 1.39 | 1.07 | 1.04 | 2.02 | -0.56 | -1.56 | -1.10 | 1.59 | 0.63 | -3.32 |
| Standard Deviation(%) | NA | 15.67 | 15.28 | 16.20 | 16.69 | NA | NA | 18.40 | 17.15 | 12.43 | 12.22 | 21.92 | 15.88 | 29.20 | 10.17 | 12.48 | 7.55 | 17.01 | 15.27 | 11.19 | 12.65 | 16.58 | 26.72 | 21.05 | 27.28 | 39.10 | 16.27 | 13.94 | 10.81 | 12.43 | 14.10 | 20.80 | 17.78 | 13.72 | 12.83 | 19.83 | 22.43 |
| Draw Down(%) | NA | 15.10 | 19.38 | 40.43 | 40.43 | NA | NA | 55.54 | 13.76 | 13.36 | 11.37 | 31.16 | 15.63 | 34.63 | 7.74 | 21.81 | 2.62 | 11.96 | 14.23 | 13.23 | 9.59 | 15.17 | 21.74 | 17.62 | 27.78 | 49.69 | 10.81 | 14.55 | 7.19 | 10.22 | 14.54 | 23.37 | 33.66 | 16.33 | 9.37 | 27.90 | 6.61 |
| Yield(%) | 0.00 | 2.99 | 2.53 | 2.79 | 2.29 | 3.09 | 3.03 | 3.09 | 0.00 | 3.19 | 2.72 | 1.23 | 5.03 | 0.82 | 2.15 | 6.01 | 1.40 | 0.50 | 0.42 | 0.63 | 0.06 | 3.36 | 2.13 | 2.35 | 0.00 | 2.03 | 2.66 | 5.22 | 5.02 | 0.10 | 1.01 | 0.19 | 0.85 | 11.20 | 9.46 | 6.43 | 1.89 |
Data as of 07/01/2025, AR inception is 12/16/1997
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZIOX (LAZARD INTERNATIONAL EQUITY PORTFOLIO OPEN SHARES) |
-16.78%
Mar 2000 - Mar 2003 |
-7.02%
Mar 1998 - Mar 2003 |
-1.50%
Feb 1999 - Feb 2009 |
-0.08%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LZIOX (LAZARD INTERNATIONAL EQUITY PORTFOLIO OPEN SHARES) |
25.12%
Mar 2003 - Mar 2006 |
18.98%
Sep 2002 - Sep 2007 |
9.30%
Feb 2009 - Feb 2019 |
8.16%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart